Position in SF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,860
-$866 QoQ
Shares Held
84
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#523
of 591 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $764,661 across 29 Capital Markets names. SF ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
261 | $263,967 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,597 | $147,355 | |
| 3 | MS |
Morgan Stanley
|
702 | $146,746 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
629 | $63,076 | |
| 5 | EVR |
Evercore Inc.
|
122 | $41,655 | |
| 6 | TW |
Tradeweb Markets Inc.
|
130 | $12,955 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
42 | $11,830 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
88 | $11,803 |
All Filings in SF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,860 | 84 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,726 | 91 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $13,273 | 106 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $6,467 | 57 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $5,915 | 57 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,147 | 44 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,667 | 44 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,601 | 49 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,796 | 57 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,455 | 57 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,941 | 57 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,966 | 32 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $716 | 12 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,654 | 28 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,910 | 67 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,374 | 65 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,520 | 45 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,478 | 21 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,427 | 21 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||